Joo Sun KimCRD Number: 6300088
Current Firm: Wells Fargo Advisors, LLC
Joo Sun Kim (CRD# 6300088) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Wells Fargo Advisors, LLC||Augusta, GA||Jan 2016 - Current||1|
|Wells Fargo Bank||Augusta, GA||Jan 2016 - Current||1|
|Unemployed||Aiken, SC||Nov 2015 - Jan 2016||< 1|
|Lpl Financial LLC||Kailua Kona, HI||Apr 2014 - Nov 2015||1|
|American Savings Bank||Kailua Kona, HI||Jul 2013 - Nov 2015||2|
|Unemployed||Kailua Kona, HI||Jan 2013 - Jul 2013||< 1|
|Vikiki English||Seoul,||Feb 2012 - Dec 2012||< 1|
|Youth With A Mission||Hong Kong,||Jan 2011 - Jan 2012||1|
|Unemployed||Kailua Kona, HI||Jul 2010 - Dec 2010||< 1|
|Wells Fargo Bank||Marina Del Rey, CA||Jun 2009 - Jul 2010||1|
|Pepperdine University||Malibu, CA||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.